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Livermore
Livermore
ZHEN

Evolutionary Tree Capital Management, LLC

SEC CIK
0001844345
Latest filing
Aug 13, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
46
+5 vs. Q2 2021
Portfolio value
$225.4M
+$8.52M (+3.9%) vs. Q2 2021
Filed
Nov 12, 2021
SEC
Holdings of Evolutionary Tree Capital Management, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
PAGSPagSeguro Digital Ltd.COM CL A4,132$214.0K0.1%+4,132NewHistory
METAMeta Platforms, Inc.Stock685$232.0K0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock1,158$261.0K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock1,180$320.0K0.1%00.0%UnchangedHistory
ADBEAdobe Inc.Stock565$325.0K0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock4,750$334.0K0.1%−76,690−94.2%ReducedHistory
GOOGLAlphabet Inc.Stock126$337.0K0.1%00.0%UnchangedHistory
VVisa Inc.Stock1,540$343.0K0.2%00.0%UnchangedHistory
MELIMercadolibre IncCOM279$469.0K0.2%−285−50.5%ReducedHistory
NYXHNyxoah SACOMMONSTOCK38,490$1.13M0.5%+38,490NewHistory
DRNADicerna Pharmaceuticals IncCOM92,898$1.87M0.8%−48,426−34.3%ReducedHistory
UUnity Software Inc.COM18,064$2.28M1.0%+2,130+13.4%AddedHistory
ZMZoom Communications, Inc.Stock10,734$2.81M1.2%+3,053+39.7%AddedHistory
DMTKDermTech, Inc.COM89,418$2.87M1.3%+10,839+13.8%AddedHistory
DOCUDocuSign, Inc.Stock12,893$3.32M1.5%+1,501+13.2%AddedHistory
DXCMDexcom IncCOM6,270$3.43M1.5%−496−7.3%ReducedHistory
SNAPSnap IncStock47,195$3.49M1.5%+47,195NewHistory
PYPLPayPal Holdings, Inc.Stock13,950$3.63M1.6%+1,669+13.6%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR23,242$3.71M1.6%+5,872+33.8%AddedHistory
BEAMBeam Therapeutics Inc.COM44,390$3.86M1.7%+358+0.8%AddedHistory
XYZBlock, Inc.CL A16,343$3.92M1.7%+16,343NewHistory
Farfetch Ltd30744W107ORD SH CL A110,427$4.14M1.8%+8,153+8.0%Added–
ARGXArgenx SESPONSORED ADR15,410$4.65M2.1%+2,846+22.7%AddedHistory
RVNCRevance Therapeutics, Inc.COM167,191$4.66M2.1%+12,476+8.1%AddedHistory
AMZNAmazon Com IncStock1,490$4.89M2.2%+162+12.2%AddedHistory
BMBLBumble Inc.COM CL A98,174$4.91M2.2%+22,496+29.7%AddedHistory
AVLRAvalara, Inc.COM28,607$5.00M2.2%+2,402+9.2%AddedHistory
MDBMongoDB, Inc.CL A11,275$5.32M2.4%+896+8.6%AddedHistory
COUPCoupa Software IncCOM24,266$5.32M2.4%+2,680+12.4%AddedHistory
DOCNDigitalOcean Holdings, Inc.COM78,345$6.08M2.7%+78,345NewHistory
CFLTConfluent, Inc.CLASS A COM106,505$6.35M2.8%+106,505NewHistory
ETSYEtsy IncCOM31,049$6.46M2.9%+1,725+5.9%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM105,491$6.59M2.9%+27,676+35.6%AddedHistory
NFLXNetflix IncStock11,347$6.93M3.1%+1,261+12.5%AddedHistory
ROKURoku, IncCOM CL A22,331$7.00M3.1%+2,050+10.1%AddedHistory
TWLOTwilio IncCL A22,626$7.22M3.2%+1,924+9.3%AddedHistory
ESTCElastic N.V.ORD SHS49,907$7.44M3.3%−11,770−19.1%ReducedHistory
NOWServiceNow, Inc.Stock12,577$7.83M3.5%+791+6.7%AddedHistory
SRPTSarepta Therapeutics, Inc.COM87,213$8.06M3.6%+8,883+11.3%AddedHistory
DKNGDraftKings Inc.COM CL A167,668$8.07M3.6%+19,132+12.9%AddedHistory
PTONPeloton Interactive, Inc.CL A COM107,437$9.35M4.1%+2,577+2.5%AddedHistory
PINSPinterest, Inc.CL A184,320$9.39M4.2%+22,993+14.3%AddedHistory
NCNOnCino, Inc.COM133,945$9.51M4.2%+27,654+26.0%AddedHistory
SESea LtdSPONSORD ADS30,854$9.83M4.4%−13,759−30.8%ReducedHistory
ZSZscaler, Inc.Stock56,589$14.8M6.6%−7,304−11.4%ReducedHistory
HUBSHubSpot IncCOM24,208$16.4M7.3%+1,863+8.3%AddedHistory

Sold out since Q2 2021 (1)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Evolutionary Tree Capital Management, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
ALNYAlnylam Pharmaceuticals, Inc.COM29,870$5.06M2.3%History